- Identify and acquire potential high-value clients through multiple channels.
- Quickly profile and identify high-potential target clients, maintaining a structured lead pipeline.
- Build and maintain strong, long-term client relationships.
- Conduct regular reviews to understand trading needs, capital scale, and product preferences.
- Take full responsibility for key KPIs including AUM, trading volume, and revenue.
- Provide professional product comparisons and recommendations to clients.
- Gather client needs and work with internal teams to deliver customized solutions.
- Track industry trends, competitor strategies, and new product types.